PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 449 filers reported holding PACER FDS TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,444,458 | +21.9% | 656,358 | +18.0% | 0.45% | +25.1% |
| Q2 2023 | $26,624,939 | +8.1% | 556,193 | +6.1% | 0.36% | -0.3% |
| Q1 2023 | $24,619,797 | +1.6% | 524,383 | +0.1% | 0.36% | -6.2% |
| Q4 2022 | $24,227,020 | +30.4% | 523,827 | +15.7% | 0.39% | +20.9% |
| Q3 2022 | $18,572,926 | +13.7% | 452,777 | +19.4% | 0.32% | +4.9% |
| Q2 2022 | $16,330,000 | +204.3% | 379,148 | +251.8% | 0.31% | +243.8% |
| Q1 2022 | $5,366,000 | – | 107,788 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 545,848 | $26,129,728 | 23.88% |
| COLUMBIA ADVISORY PARTNERS LLC | 266,796 | $12,771,525 | 13.66% |
| CMC Financial Group | 146,795 | $7,027,091 | 13.36% |
| Provident Wealth Management, LLC | 544,337 | $26,057,407 | 12.83% |
| UNIQUE WEALTH, LLC | 610,133 | $29,207,069 | 12.76% |
| Presidio Capital Management, LLC | 323,995 | $15,509,623 | 12.42% |
| Requisite Capital Management, LLC | 1,005,019 | $48,110,258 | 12.23% |
| INSTRUMENTAL WEALTH, LLC | 186,183 | $9,127,016 | 10.97% |
| O'Brien Wealth Partners LLC | 758,208 | $36,295,441 | 10.68% |
| Clay Northam Wealth Management, LLC | 189,362 | $9,064,754 | 8.62% |